Services and Products
Below is a comprehensive list of the financial planning services and investment products offered at The Allan Small Financial Group, iA Private Wealth. If you, or someone you know, could benefit from any of these, please get in touch. Allan is always happy to provide more information and answer your questions.
Planning Services
Retirement Planning
A clear roadmap to retire on your terms, built around your goals, income needs, and time horizon.
Estate Planning
Protect and pass on your wealth efficiently. Coordinated with your accountant and lawyer when needed.
Education Planning
RESP strategies that maximize government grants and grow tax-efficiently for your children's future.
Leverage Strategies
Carefully structured borrowing-to-invest strategies for the right investor, with full risk assessment.
Systematic Savings & Withdrawal Plans
Automated, disciplined contributions, or steady income in retirement, built around your cash flow.
Group Benefits****
Comprehensive benefits plans for businesses including health, dental, and disability coverage for your team.
Group RRSPs & Pensions****
Retirement savings programs for businesses that help your employees build long-term wealth.
Investment Products
* Important information about flow-through limited partnerships is contained in their relevant Prospectus / Offering Memorandum. Please obtain a copy and read it carefully — including the associated risks and tax consequences — before investing.
** Insurance products provided through iA Private Wealth Insurance.
*** Health and Dental products provided through multiple carriers.
**** Group insurance products provided through multiple carriers.
Not sure where to start?
Let's talk about what's right for you. Book a free, no-obligation portfolio review with Allan.
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